Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,162 | $227,399-74.0% | $189,758-68.8% | $198,609-70.2% |
| Participation rate | 45.5% | 84.0%-38.5pp | 79.8%-34.3pp | 82.4%-36.9pp |
| Annual return | 17.20% | 61.03%-43.8pp | 52.62%-35.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,088 | $5,526-62.2% | $4,767-56.2% | $5,055-58.7% |
| Participant deferral / active EE | $3,153 | $6,837-53.9% | $5,856-46.2% | $6,977-54.8% |
| Admin fee / account holder | $10,190 | $25,162-59.5% | $20,388-50.0% | $19,030-46.5% |